News Announcements

8 March 2010: 17 working days until the end of the tax year. See the March 2010 Opportunities guide in the publications section of this website for our end of tax-year checklist!

1 March 2010: Monthly commentaries updated and added to the publications section of this website. This month's Fund Bulletin contains some thoughts on the high profile launch of the Fidelity China Special Situations Investment Trust, to be managed by renowned fund manager, Anthony Bolton.

26 February 2010: We have updated the staff profile pages on this website.

25 February 2010: Quarterly Client Newsletters sent out by post. Please let us know if you do not receive your copy or would like additional copies for friends or relatives.

18 January 2010: Investors with New Star ISAs are receiving circulars about a transfer to Henderson ISAs, following the acquisiton of New Star's funds by Henderson last year. We are happy for investors to accept this recommendation since it is not disadvantageous. However, this could be an appropriate opportunity to consolidate your ISA / Fund portfolio onto a Fund Platform to benefit from centralised administration. On these points please contact us should you require specific information about suitability based on your circumstances.

12 January 2010: If you want to talk to us face to face but from the warmth of your home during the cold winter weather we have Skype and other Messanging Software linked directly to our meeting room.

6 January 2010: 15cm of snow here in Burnham and the office was open promptly at 9am. However, we have received no post today and not all staff have been able to attend. If you cannot attend a meeting here please let us know at the earliest opportunity. If we are due to travel to you and local road conditions are unsafe we would appreciate your guidance. The office will shut at 4.30pm today to allow staff the chance to travel home whilst there is some light.

4 January 2010: Quarterly product guides completed and ready for issue.

18 December 2009: Congratulations to Alex Turco for passing J05, Pension Income Options, an exam offered by the Chartered Insurance Institute, which he took in October.

11 December 2009: We hope you like the new look Home Page. Do have a play with the Asset TV and FTSE extra functionality!

9 December 2009: New page added to this site for Publications - found in the News section. Download our monthly commentaries directly to your computer. Please remember to ask our advice before proceeding with any course of action that might result.

6 October 2009: Extra ISA Day! The ISA allowance increases to £10200 today for over 50s, of which a maximum of £5100 can be invested into a Cash ISA. Make the most of the opportunities for tax-free interest and capital growth afforded by the ISA by contacting us today.

21 September 2009: Congratulations to Dan Broom on passing his Diploma exam, J01 on Personal Taxation.

4 September 2009: Did you know that we have Skype in case you wish to talk to us face to face, but over the internet? Drop us a line for our Skype address.

21 August 2009: We would like to welcome Natalie Yarwood to our team. Natalie will be joining for one weeks' work experience from Monday, 24 August.

17 August 2009: We have recently become enhanced members of unbiased.co.uk, the professional advice search website. We would like to welcome any visitors to our website who have searched for an IFA in this way.

31 July 2009: We've had a new front door sign installed to reflect the fact that Positive Wealth Creation Ltd is a firm of Chartered Financial Planners.

8 July 2009: A team from Positive Wealth Creation Ltd won the Insurance Institute of Bristol's annual Treasure Hunt around Bristol on 7th July. Scoring 320 points out of 350, the team won a tie break with the question 'what is 20% of 850', which Alex answered correctly and most quickly!

6 July 2009: The internal office redecoration and reorganisation has been completed. We now have two private meeting rooms, all spruced up and ready to welcome you.

We held our 2009 Budget Opportunities Seminar on Tuesday, 28th April 2009 from 4.30pm to 6.15pm at Burnham & Berrow Golf Club. Let us know if you would like copies of the presentations.

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners' title to Positive Wealth Creation Ltd. Chartered status is an exclusive title only awarded to firms, which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings. To date around 250 firms have achieved Chartered Financial Planners status nationally, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.